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Schwab US Dividend Equity ETF

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
1301
Piershale Financial Group
Illinois
$28.6K +$290 +12 +1%
AIP
1302
Ameritas Investment Partners
Nebraska
$27.2K
SC
1303
Steph & Co
Wisconsin
$25.4K -$21.8K -900 -46%
TCM
1304
Tradewinds Capital Management
Washington
$25.4K
CHC
1305
City Holding Co
West Virginia
$25.4K +$25.4K +1,050 New
WTA
1306
Washington Trust Advisors
Massachusetts
$25.1K
MA
1307
MCF Advisors
Kentucky
$24.4K
MG
1308
MilWealth Group
Wisconsin
$24K
RDFA
1309
Ritter Daniher Financial Advisory
Ohio
$23.6K
IWP
1310
IAG Wealth Partners
Wisconsin
$22.7K +$9.22K +381 +68%
WFA
1311
WestHill Financial Advisors
California
$21.8K
OC
1312
Oakworth Capital
Alabama
$21.7K
EL
1313
EMFO LLC
Florida
$21.6K +$218 +9 +1%
WT
1314
Washington Trust
Rhode Island
$21.4K
FP
1315
Financial Perspectives
Minnesota
$20.7K +$73 +3 +0.4%
OIA
1316
Optimum Investment Advisors
Illinois
$20.5K +$145 +6 +0.7%
QC
1317
Quent Capital
New York
$19.6K +$145 +6 +0.7%
PFM
1318
Phillips Financial Management
Indiana
$19.6K
FCT
1319
First Community Trust
Iowa
$19.5K +$19.5K +804 New
MFT
1320
Moisand Fitzgerald Tamayo
Florida
$19.4K -$1.82K -75 -9%
MPWT
1321
MassMutual Private Wealth & Trust
Connecticut
$18.5K -$38.3K -1,584 -67%
FDCDDQ
1322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K +$6.17K +255 +52%
CPA
1323
Cardiff Park Advisors
California
$18K +$16.9K +699 +1,553%
PIP
1324
Peachtree Investment Partners
Florida
$17.6K -$40.4K -1,671 -70%
PA
1325
PSI Advisors
Florida
$17.3K +$73 +3 +0.4%